It’s Beginning To Look A Lot Like COVID! | Macro Monday's May 11, 2026

from Macro Mondays · host Andreas Steno Larsen and Mikkel Rosenvold

Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today’s macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps:01:07 - Why 2026 Is Starting to Look Like 202103:17 - Hantavirus, Covid Flashbacks, and Why Markets Should Ignore It06:30 - Easy Dollar Liquidity, SLR Reform, and the Return of Risk Appetite11:27 - Tomorrow’s CPI Report and the Next Inflation Wave13:29 - Iran, Oil, and Why Hormuz Is Fading as a Market Driver15:03 - Trump-Xi Meeting: The Underreported Macro Event of the Week17:30 - Best Portfolio Hedges for US-China Decoupling22:21 - Iran, Ukraine, China: Could Easing Geopolitics Extend the Rally?25:12 - End Consumer Scarcity: The New AI and Semiconductor Trade🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:YouTube: youtube.com/@RealVisionFinanceTwitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

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This episode was published on May 11, 2026.

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